Regional Vice President, Retirement Sales
Department: Sales & Distribution
Employment Type: Full Time
Location: New York City, NY
Description
Job Title: Regional Vice President, Retirement Sales
Location: Remote (Multiple Territories)
Department: Sales
Reports To: Head of Advisor Sales
Position Summary
WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!
The Regional Vice President, Retirement Plan Sales will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships with financial advisors, TPAs, DCIO partners, and other key intermediaries. This senior sales role will represent the WealthPlus platform in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business.
This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach. The Regional Vice President will work closely with internal sales, product, operations, implementations, and leadership to support new business development, partner engagement, and retention efforts across the WealthPlus ecosystem.
Experience in retirement plan sales, recordkeeping, ERISA, plan design, and advisor distribution is strongly preferred.
Key Responsibilities
Key Responsibilities
- Grow the territory by developing new retirement plan opportunities and deepening relationships with financial advisors, TPAs, DCIO partners, and other key distribution channels.
- Lead a consultative sales process by assessing client needs, recommending the right WealthPlus solution, and supporting opportunities from prospecting through finalist presentations and close.
- Expand and protect partner relationships by becoming a trusted resource to advisors and intermediaries while supporting retention and growth across existing business.
- Represent WealthPlus in the market with strong expertise in ERISA, plan design, fiduciary solutions, investment structures, and competitive positioning.
- Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
- Collaborate cross-functionally with internal sales, product, operations, implementations, and leadership teams to strengthen execution and deliver a seamless partner experience.
Additional Role Requirements:
- Overnight travel is required based on territory coverage and partner engagement needs.
- Ability to conduct a high volume of external meetings and maintain consistent field activity.
- Ability to work effectively in a remote, self-directed environment while remaining highly collaborative across internal teams.
Skills, Knowledge and Expertise
Education & Experience:
- Bachelor’s degree in Business, Finance, Marketing, Communications, or a related field.
- 5+ years of experience in a wholesaling or territory sales role focused on retirement plans.
- Demonstrated experience building and managing a territory through advisor, intermediary, or partner distribution channels.
Skills & Knowledge:
- Retirement industry expertise, including defined contribution recordkeeping, ERISA, fiduciary models, and plan design.
- Strong consultative sales and relationship management skills, with the ability to engage advisors, TPAs, plan sponsors, and other key partners.
- Ability to position complex solutions clearly, including investment structures, share classes, pricing, and total plan cost considerations.
- Excellent communication and territory management discipline, with strong presentation, organization, and follow-through skills in a fast-paced environment.
- Proficiency with CRM and sales tools, along with the ability to operate independently while collaborating effectively across internal teams.
Preferred Skills & Knowledge:
- Experience selling retirement plan recordkeeping and administrative services.
- Experience working with advisor-sold retirement plan models and intermediary-driven distribution.
- Familiarity with plan design, fiduciary governance, retirement investment lineups, and sponsor-level solution positioning.
- Existing network of financial professionals, TPAs, and DCIO relationships in the assigned region.
- Experience supporting both new business development and retention of existing retirement plan relationships.
Benefits
- Competitive base salary; commensurate with experience and geographic market.
- Sales incentive compensation and commission opportunity.
- Eligibility to participate in our 401k program, annual discretionary bonus, and equity opportunities.
- Comprehensive benefits package including medical, dental, vision, and paid time off.
- Opportunity to build and lead a core function within a fast-growing fintech platform.
— Sarah J.
·
Marketing Manager
★★★★★
Verified
